Summarize a regulatory change from the instrument the lawyer supplies
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Summarize the instrument the lawyer supplies, with the section numbers it uses, and leave a blank where the instrument is silent. Do not add a section.
- What the lawyer must review
- You check the summary against the instrument before it goes to the client. Formal Opinion 512: a generated summary is not reliable until you have compared it with the text. Comment 8 to Rule 1.1 requires you to understand the tool. This check is done on this instrument. A summary approved for an earlier change does not clear this one. Model Rule 1.6 applies if the instrument is accompanied by client facts.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes summarising source material. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.